Brown & Brown, Inc.
BRO- Exchange
- NYSE
- Industry
- Insurance Agents, Brokers & Service
- SEC CIK
- 0000079282
No open-market purchases or sales by Brown & Brown, Inc. insiders were filed in the last 90 days; 809 institutions reported holding it in 13F filings for Q2 2026, worth $18.1B in total; superinvestors Giverny Capital and Markel Group hold it.
13F holders, Q3 2024
Institutional positions in Brown & Brown, Inc. as of Sep 30, 2024. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 823
- +69 vs. Q2 2024
- Shares held
- 209.5M
- +17.1M (+8.9%) vs. Q2 2024
- Total value
- $21.7B
- +$4.48B (+26.1%) vs. Q2 2024
- New holders
- 119
- 310 more added
- Sold out
- 50
- 266 more reduced
6 institutions that held it in Q2 2024 haven't filed for Q3 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 2024: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting BRO on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 809 | $18.1B |
| Q1 2026 | 816 | $18.2B |
| Q4 2025 | 890 | $21.7B |
| Q3 2025 | 897 | $24.6B |
| Q2 2025 | 931 | $29.5B |
| Q1 2025 | 911 | $27.3B |
| Q4 2024 | 875 | $21.9B |
| Q3 2024 | 823 | $21.7B |
| Q2 2024 | 760 | $18.7B |
| Q1 2024 | 718 | $18.0B |
| Q4 2023 | 686 | $14.6B |
| Q3 2023 | 631 | $14.1B |
| Q2 2023 | 607 | $13.9B |
| Q1 2023 | 570 | $11.6B |
| Q4 2022 | 573 | $11.4B |
| Q3 2022 | 568 | $12.1B |
| Q2 2022 | 576 | $11.8B |
| Q1 2022 | 581 | $14.8B |
| Q4 2021 | 553 | $14.4B |
| Q3 2021 | 518 | $11.3B |
| Q2 2021 | 470 | $10.7B |
| Q1 2021 | 458 | $9.10B |
Institutions, Q3 2024
Shares, value and share of portfolio for each institution holding Brown & Brown, Inc.; share changes are against Q2 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Vinva Investment Management Ltd | 12,304 | $1.26M | 0.05% | +73+0.6% | Added |
| Kestra Advisory Services, LLC | 12,026 | $1.25M | 0.01% | −2,006−14.3% | Reduced |
| Cross Staff Investments Inc | 12,000 | $1.24M | 0.96% | 00.0% | Unchanged |
| Wedbush Securities Inc | 11,943 | $1.24M | 0.05% | −3,264−21.5% | Reduced |
| ING Groep NV | 11,933 | $1.24M | 0.01% | −17,351−59.3% | Reduced |
| Point72 Asia (Singapore) Pte. Ltd. | 11,820 | $1.22M | 0.23% | +11,615+5,665.9% | Added |
| Tributary Capital Management, LLC | 11,691 | $1.21M | 0.09% | +11+0.1% | Added |
| Compass Ion Advisors, LLC | 11,662 | $1.21M | 0.15% | 00.0% | Unchanged |
| Simon Quick Advisors, LLC | 11,610 | $1.20M | 0.08% | −1,939−14.3% | Reduced |
| New Mexico Educational Retirement Board | 11,600 | $1.20M | 0.04% | −300−2.5% | Reduced |
| Equitable Trust Co | 11,505 | $1.19M | 0.08% | +282+2.5% | Added |
| nVerses Capital, LLC | 11,500 | $1.19M | 0.55% | +4,400+62.0% | Added |
| Ostrum Asset Management | 11,462 | $1.19M | 0.10% | +140+1.2% | Added |
| Marshall Financial Group LLC | 11,361 | $1.18M | 0.28% | +139+1.2% | Added |
| Strategic Wealth Partners, Ltd. | 11,341 | $1.17M | 0.11% | −2,974−20.8% | Reduced |
| Norden Group LLC | 11,229 | $1.16M | 0.14% | +5,716+103.7% | Added |
| SRN Advisors, LLC | 11,223 | $1.16M | 1.03% | −483−4.1% | Reduced |
| Greenfield Seitz Capital Management, LLC | 11,100 | $1.15M | 0.42% | −300−2.6% | Reduced |
| Chaney Capital Management, Inc. | 10,864 | $1.13M | 0.63% | 00.0% | Unchanged |
| Nicholson Wealth Management Group, LLC | 10,761 | $1.11M | 0.92% | +10,761 | New |
| Brighton Jones LLC | 10,611 | $1.10M | 0.04% | +10,611 | New |
| International Assets Investment Management, LLC | 113,442 | $1.09M | 0.01% | +113,442 | New |
| Parkwoods Wealth Partners, LLC | 10,528 | $1.09M | 0.90% | +10,528 | New |
| JSF Financial, LLC | 10,128 | $1.05M | 0.31% | +669+7.1% | Added |
| Invst, LLC | 9,978 | $1.03M | 0.13% | −8−0.1% | Reduced |
| E. Ohman J:or Asset Management AB | 9,900 | $1.03M | 0.03% | 00.0% | Unchanged |
| Commerce Bank | 9,887 | $1.02M | 0.01% | +438+4.6% | Added |
| Gilbert & Cook, Inc. | 9,866 | $1.02M | 0.14% | −92−0.9% | Reduced |
| Gibbs Wealth Management | 9,850 | $1.02M | 0.33% | +1,107+12.7% | Added |
| Harmony Asset Management LLC | 9,739 | $1.01M | 0.37% | −3,240−25.0% | Reduced |
| Claro Advisors LLC | 9,709 | $1.01M | 0.13% | −293−2.9% | Reduced |
| Proficio Capital Partners LLC | 9,695 | $1.00M | 0.10% | −1,183−10.9% | Reduced |
| Koshinski Asset Management, Inc. | 9,614 | $996.0K | 0.09% | +5,344+125.2% | Added |
| CIBC World Markets Inc. | 9,536 | $988.0K | 0.00% | +756+8.6% | Added |
| Manchester Capital Management LLC | 9,408 | $974.7K | 0.11% | +1,618+20.8% | Added |
| Integrated Wealth Concepts LLC | 9,397 | $973.5K | 0.01% | −29−0.3% | Reduced |
| Norinchukin Bank, The | 9,386 | $972.4K | 0.02% | +1,164+14.2% | Added |
| Campbell & CO Investment Adviser LLC | 9,371 | $970.8K | 0.07% | −642−6.4% | Reduced |
| Carmignac Gestion | 9,305 | $964.0K | 0.02% | −15,500−62.5% | Reduced |
| Resonant Capital Advisors, LLC | 9,285 | $961.9K | 0.07% | −857−8.5% | Reduced |
| Principal Securities, Inc. | 9,163 | $949.3K | 0.02% | +448+5.1% | Added |
| Glenview Trust Co | 9,048 | $937.4K | 0.02% | 00.0% | Unchanged |
| BI Asset Management Fondsmaeglerselskab A/S | 8,938 | $926.0K | 0.02% | +2,159+31.8% | Added |
| Virtus ETF Advisers LLC | 8,928 | $924.9K | 0.43% | −1,116−11.1% | Reduced |
| Taika Capital, LP | 8,891 | $921.1K | 0.69% | +8,891 | New |
| Wealthfront Advisers LLC | 8,737 | $905.2K | 0.00% | +258+3.0% | Added |
| NEOS Investment Management LLC | 8,700 | $901.3K | 0.03% | +1,624+23.0% | Added |
| Park Avenue Securities LLC | 8,670 | $898.0K | 0.01% | −424−4.7% | Reduced |
| MQS Management LLC | 8,440 | $874.4K | 0.49% | +8,440 | New |
| Mount Yale Investment Advisors, LLC | 8,415 | $871.8K | 0.08% | −379−4.3% | Reduced |
| Keyes, Stange & Wooten Wealth Management, LLC | 8,412 | $871.5K | 0.52% | +815+10.7% | Added |
| Qtron Investments LLC | 8,398 | $870.0K | 0.12% | +8,398 | New |
| M&T Bank Corp | 8,397 | $869.9K | 0.00% | −313−3.6% | Reduced |
| Sound Financial Strategies Group, LLC | 8,314 | $861.3K | 0.69% | −155−1.8% | Reduced |
| Centennial Bank | 8,179 | $847.3K | 0.39% | −507−5.8% | Reduced |
| Integrated Investment Consultants, LLC | 8,159 | $845.3K | 0.18% | −1,069−11.6% | Reduced |
| Raymond James Trust N.A. | 8,133 | $842.6K | 0.02% | −5,655−41.0% | Reduced |
| Monte Financial Group, LLC | 8,116 | $840.8K | 0.35% | +61+0.8% | Added |
| Brevan Howard Capital Management LP | 8,098 | $839.0K | 0.04% | +8,098 | New |
| Occidental Asset Management, LLC | 8,060 | $835.0K | 0.13% | −290−3.5% | Reduced |
| SkyView Investment Advisors, LLC | 8,045 | $833.0K | 0.14% | +161+2.0% | Added |
| Investment Management Corp of Ontario | 7,980 | $826.7K | 0.02% | +2,500+45.6% | Added |
| Paloma Partners Management Co | 7,956 | $824.2K | 0.04% | +3,404+74.8% | Added |
| CoreCap Advisors, LLC | 7,948 | $823.5K | 0.04% | +7,948 | New |
| Retireful, LLC | 7,856 | $813.9K | 0.60% | −2,764−26.0% | Reduced |
| Portside Wealth Group, LLC | 7,843 | $812.5K | 0.14% | +402+5.4% | Added |
| Veriti Management LLC | 7,781 | $806.1K | 0.04% | +976+14.3% | Added |
| Tower Research Capital LLC (TRC) | 7,584 | $785.7K | 0.02% | −17,826−70.2% | Reduced |
| Spears Abacus Advisors LLC | 7,530 | $780.1K | 0.02% | +480+6.8% | Added |
| Northwestern Mutual Investment Management Company, LLC | 7,504 | $777.4K | 0.02% | −31−0.4% | Reduced |
| Tokio Marine Asset Management Co Ltd | 7,502 | $777.2K | 0.03% | +406+5.7% | Added |
| Hyperion Capital Advisors LP | 7,500 | $777.0K | 0.37% | 00.0% | Unchanged |
| Hanlon Investment Management, Inc. | 7,498 | $776.8K | 0.22% | +7,498 | New |
| Brookstone Capital Management | 7,487 | $775.7K | 0.01% | −197−2.6% | Reduced |
| Private Advisor Group, LLC | 7,467 | $773.6K | 0.00% | +1,544+26.1% | Added |
| Banco Bilbao Vizcaya Argentaria, S.A. | 7,382 | $764.6K | 0.01% | +312+4.4% | Added |
| Holland Advisory Services, Inc. | 7,356 | $762.1K | 1.00% | +8+0.1% | Added |
| Balyasny Asset Management LLC | 7,339 | $760.3K | 0.00% | −16,797−69.6% | Reduced |
| Ieq Capital, LLC | 7,336 | $760.0K | 0.01% | −32−0.4% | Reduced |
| Avantax Advisory Services, Inc. | 7,298 | $756.1K | 0.00% | −157−2.1% | Reduced |
| GAMMA Investing LLC | 7,298 | $756.1K | 0.07% | +1,522+26.4% | Added |
| Bullock Wealth Management Group | 6,953 | $730.1K | 0.44% | −97−1.4% | Reduced |
| SevenBridge Financial Group, LLC | 6,506 | $727.7K | 0.14% | 00.0% | Unchanged |
| Kentucky Retirement Systems Insurance Trust Fund | 7,010 | $726.2K | 0.05% | −626−8.2% | Reduced |
| Resources Investment Advisors, LLC. | 6,978 | $723.0K | 0.01% | +6+0.1% | Added |
| Plato Investment Management Ltd | 6,952 | $719.5K | 0.06% | 00.0% | Unchanged |
| Arrowstreet Capital, Limited Partnership | 6,900 | $714.8K | 0.00% | +6,900 | New |
| Blair William & Co | 6,887 | $713.5K | 0.00% | +6,887 | New |
| Sequoia Financial Advisors, LLC | 6,886 | $713.4K | 0.01% | +30+0.4% | Added |
| Summit Financial, LLC | 6,857 | $710.4K | 0.03% | +86+1.3% | Added |
| Moors & Cabot, Inc. | 6,820 | $706.6K | 0.04% | +39+0.6% | Added |
| Fifth Third Bancorp | 6,773 | $701.7K | 0.00% | +1,015+17.6% | Added |
| Talon Private Wealth, LLC | 6,735 | $697.7K | 0.15% | +6,735 | New |
| NFP Retirement, Inc. | 6,680 | $692.0K | 0.06% | 00.0% | Unchanged |
| DRW Securities, LLC | 6,677 | $691.7K | 0.04% | +2,999+81.5% | Added |
| Quest Partners LLC | 6,641 | $688.0K | 0.06% | +6,641 | New |
| Venturi Wealth Management, LLC | 6,573 | $681.0K | 0.04% | +2,199+50.3% | Added |
| ExodusPoint Capital Management, LP | 6,535 | $677.0K | 0.01% | +6,535 | New |
| Next Level Private LLC | 6,514 | $674.9K | 0.28% | 00.0% | Unchanged |
| Studio Investment Management LLC | 6,513 | $674.7K | 0.14% | +96+1.5% | Added |